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BNY

Bank of New York Mellon

1,753 hedge funds and large institutions have $68.4B invested in Bank of New York Mellon in 2025 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 617 increasing their positions, 595 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.36% more ownership

Funds ownership: 83.18%84.54% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 617 | Existing positions reduced: 595

1% more call options, than puts

Call options by funds: $467M | Put options by funds: $463M

Holders
1,753
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$467M
Puts
$463M
Net Calls
Net Calls Change

Top Buyers

1 +$191M
2 +$190M
3 +$113M
4
Ameriprise
Ameriprise
Minnesota
+$112M
5
JP Morgan Chase
JP Morgan Chase
New York
+$99.1M

Top Sellers

1 -$999M
2 -$381M
3 -$374M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
5
Squarepoint
Squarepoint
New York
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
926
Ameritas Investment Partners
Nebraska
$774K
CF
927
Centaurus Financial
California
$771K
SW
928
Simplicity Wealth
New Jersey
$770K
CPW
929
Cove Private Wealth
New York
$768K
CP
930
CenterBook Partners
Connecticut
$759K
VCM
931
Versant Capital Management
Arizona
$754K
SAI
932
Savvy Advisors Inc
New York
$751K
FFG
933
Frisch Financial Group
New York
$747K
MYIA
934
Mount Yale Investment Advisors
Colorado
$745K
PI
935
PineBridge Investments
New York
$745K
KIM
936
Kane Investment Management
California
$744K
SSCA
937
South Shore Capital Advisors
Massachusetts
$737K
BBA
938
Baader Bank Aktiengesellschaft
Germany
$733K
SLG
939
Stanley-Laman Group
Pennsylvania
$733K
WJWM
940
Williams Jones Wealth Management
New York
$732K
DW30
941
Drucker Wealth 3.0
New Jersey
$727K
CL
942
CSS LLC
Illinois
$726K
CTC
943
Central Trust Company
Missouri
$724K
ILI
944
Invesco LLC (Illinois)
Illinois
$723K
BFA
945
Bill Few Associates
Pennsylvania
$719K
NAM
946
NorthCrest Asset Manangement
Minnesota
$717K
TSW
947
Thompson Siegel & Walmsley
Virginia
$716K
FNBTCON
948
First National Bank & Trust Co of Newtown
Pennsylvania
$712K
Koshinski Asset Management
949
Koshinski Asset Management
Illinois
$703K
WF
950
Warner Financial
Maryland
$700K